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In today’s rapidly evolving AI landscape, where technology can handle routine tasks, market analysis and other technical aspects of your work, the true differentiator for Financial Advisors like you lies in mastering soft skills. And now through Oct 25, we’re offering you an opportunity to save $50 on the annual PLATINUM membership fee and tap into the wisdom and inspiration I share based on my 50+ years of experience in the industry.

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To Prospective Subscribers

Dear Prospective Subscriber:

If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.

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Recent articles

What Do Wealthy People Worry About?

What do wealthy people worry about? How can you help them? What are their hot buttons? Here are some of their major worries.
Overcoming Apathy on the Phone

Very few people retire with too much money. A lot of people retire without enough money. When you run across someone who tells you they have enough money to retire and you feel or know that they don’t, you might use the following logic to persuade them to see you. This argument is especially compelling when inflation is an issue.
Bikes for Kids

This is not only a great prospecting idea; it is an experience that you will carry in your heart for the rest of our life.
The Elevator Repair Story

If you can't change the product, change the delivery method. Use creative methods to show your clients that your service goes beyond just being a Financial Advisor.
Running Time: 1:12
Go Get an Appointment

Make your goal the next appointment.
Running Time: 1:23
Do Your Research - (AskDon)

How do you feel about the idea of doing public seminars?
Running Time 4:57
Lean on Your Clients

Asking your clients for marketing advice.
Running Time: 1:23
Breaking Down Apathy

Kirk asks: "How do I get referrals to call me back?"
Running Time: 19:53
Diversify Your Prospecting Approach - (AskDon)

Is cold calling still an effective way to grow new business?
Running Time: 3:10
The Best Way to Ask Is to Ask - (AskDon)

Is there a comfortable way to get referrals?
Running Time: 1:13
Identify and Meet Wealthy People

Doug asks: "How can I get higher net worth clients?"
Running Time: 3:05
Use Your Clients as Your Sales Force

Ryan asks: "Can you give me some tips on how to get clients to increase word of mouth on my behalf?"
Running Time: 2:42